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Root Financial Partners’s DoubleLine Mortgage ETF DMBS Stock Holding History

Root Financial Partners’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-974
Closed -$48.1K – 1135
2026
Q1 		$48.1K Buy
+974
New +$48.5K ﹤0.01% 889

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AWMS
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ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
PAS
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LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Root Financial Partners's DMBS Position: Q2 2026 in Review

Root Financial Partners sold out of DoubleLine Mortgage ETF (DMBS) in Q2 2026, closing a stake of 974 shares — an estimated $48.1K sold.

Root Financial Partners first reported a position in DMBS in Q1 2026 and held it in 1 quarter. The position peaked at $48.1K in Q1 2026. 41 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Root Financial Partners reported no remaining DoubleLine Mortgage ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 974 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $48.1K.
  • Root Financial Partners first reported a position in DoubleLine Mortgage ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's DoubleLine Mortgage ETF position peaked at $48.1K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.